401(k) · DOL Form 5500 · 2024

Trilogy Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
115
Participants Small participant base
72nd
Percentile by assets National rank
$189,915
Avg per participant Above avg balance/head
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Official DOL plan name: Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Trilogy Financial Services, Inc. · California · Finance & Insurance

$22M in assets, 115 participants

Trilogy Financial Services, Inc.'s Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,910 in Finance & Insurance (8,549 peers)

Coverage in California

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $22M.

#4,910
in Finance & Insurance (8,549 peers)
+25.6%
assets growth YoY

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,840,253 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330845526 · Trilogy Financial Services, Inc. PY 2024 · 401(k)

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan · $22M · 115 · 72nd

  • SCH $22M
  • EBSA 115
  • PART 72nd
  • TYPE 401(k)
  • NET near Generon Igs, Inc. 401(k) Retirement Plan
  • BOOK ind #4910

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Trilogy Financial Services, Inc. 401(k) Profit Sharing PlanTrilogy Financial Services, …$22MGeneron Igs, Inc. 401(k) Retirement PlanGeneron Igs, Inc. 401(k) Ret…$22MJ.R. Group, Inc. 401(k) Plan$22MBarts Electric Company, Inc. Employees 401(k) PlanBarts Electric Company, Inc.…$22MLand View, Inc. 401(k) Profit Sharing PlanLand View, Inc. 401(k) Profi…$22M
End-of-year total assets ($M) among Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN330845526
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trilogy Financial Services, Inc.)

Sponsor-wide plan assets over time

All Trilogy Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 65.30928676227043% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $21.8M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 99 $13M
2023 1 116 $17M
2024 1 115 $22M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.021840253 · Participants: 115Trilogy Financial Services, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Generon Igs, Inc. 401(k) Retirement Plan in TX ($22M); by covered participants it is Atlantic Engineering Laboratories, Inc. 401(k) Plan in NJ (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.6% during 2024, from $17M to $22M. Reported net income was $4M.
How have Trilogy Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trilogy Financial Services, Inc.'s sponsor-wide assets grew 65.3%, from $13M to $22M.
Which 401(k) plans are similar in size to Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Generon Igs, Inc. 401(k) Retirement Plan in TX ($22M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Trilogy Financial Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Engineering Laboratories, Inc. 401(k) Plan in NJ (115 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330845526.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.